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All CollectionsWalla Knowledge Base🔄 Packs and PlansClient Plans
Use an Account Balance as a Payment Method for a Recurring Plan
Use an Account Balance as a Payment Method for a Recurring Plan
Updated over 8 months ago

Clients can use account credit and gift cards to pay for their recurring plan. Once the plan is paid for using a credit card, your clients have flexibility when it comes to how they can pay for their recurring plan.

Please note the following Account Credit limitations:

❗️Cannot be applied towards the initial payment for a recurring plan

❗️Cannot be applied towards Usage-based plans, only Subscription-based plans

Apply an Account Credit Towards a Recurring Plan

After you sell the client their plan, you can adjust the payment method for the plan directly from the client's profile!

  1. Click Contacts

  2. Search for the client you would like to update

  3. Find the plan you would like to adjust and click the three dots in the top right corner

  4. Select "View Details"

  5. Scroll down to the "Payment Schedule" section

  6. Identify the future payment you want to apply the account balance to

  7. Click the pencil icon to edit

  8. Under "Additional Payment Method" select "Account Balance"

  9. If it's a larger amount that will cover more than one payment, you can check the box to apply to future payments, otherwise you can leave that box unchecked

  10. Click "Save"

  11. The account balance will be applied when the next payment run

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